Expense claims

Reviewing expense claims in VOGSY is important to ensure expenses are valid, follow company policy, and have proper documentation before they’re reimbursed or billed to a client.

Click on a specific expense claim to review its details. Check:

• The stated purpose of the expense: Does it align with business activities or a specific project?

• The expense type and amount: Is the amount reasonable and within any predefined limits based on company policy?

• Attached documentation: Are the necessary receipts, invoices, or other supporting documents present and clear? Do they match the details of the claim?

• Project and Deliverable (if applicable): If the expense is linked to a project, is it assigned to the correct project and deliverable?

• Reimbursement status: Is the expense marked for reimbursement to the employee?

After reviewing and verifying, you can approve or reject the expense claim within the VOGSY system.

• Approving a claim (mark as verified) signifies that it is deemed valid and ready for the next stage, approval by the project manager or line manager.

• Rejecting a claim requires a reason for the rejection. The employee will be notified and can update the claim.